Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Janus Henderson Balanced N Mutual funds in their Schedule of Assets, totaling $3.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TAMPA FAMILY PHARMACY, LLC CAN FOR-PROFIT 401(K) RETIREMENT PLAN | TAMPA FL | 160 | $5.4M | $1.9M |
| 2 | APELLIS PHARMACEUTICALS, INC. APELLIS PHARMACEUTICALS, INC. 401(K) PLAN | WALTHAM MA | 615 | $88.0M | $786K |
| 3 | U.S. RENAL CARE, INC. U.S. RENAL CARE, INC. PROFIT SHARING PLAN |
PLANO TX |
| 7,484 |
| $340.2M |
| $511K |
| 4 | NEW LIBERTY HOSPITAL CORPORATION NEW LIBERTY HOSPITAL CORPORATION RETIREMENT INCOME PLAN | LIBERTY MO | 1,979 | $171.4M | $444K |
| 5 | CLOUD SPORTS DATA LLC SPORTRADAR US LLC RETIREMENT PLAN | MINNEAPOLIS MN | 621 | $28.9M | $217K |
| 6 | VIWINTECH WINDOW & DOOR, INC. VIWINTECH WINDOW & DOOR, INC. 401(K) RETIREMENT SAVINGS PLAN | PADUCAH KY | 280 | $3.0M | $38K |
| 7 | AIR MECHANICAL, INC. AIR MECHANICAL, INC. 401(K) & PROFIT SHARING PLAN | HAM LAKE MN | 154 | $6.1M | $23K |